13F Filings History of No Street GP LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,484,908,737
Signature - Title
Michael Moscuzza - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by No Street GP LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. No Street GP LP reported 33 stock holdings with total value $1,484,908,737 as of Q4 2025. Top holdings included UBER, FICO, TWLO, CVNA, and APP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 33 $1,484,908,737 +$367,581,021 -$353,653,527 +$13,927,494 UBER, FICO, TWLO, CVNA, APP 13F-HR 17 Feb 2026, 16:07
Q3 2025 29 $1,504,816,862 +$393,825,696 -$394,835,489 -$1,009,793 APP, CVNA, UBER, WIX, COOP 13F-HR 14 Nov 2025, 16:47
Q2 2025 26 $1,338,010,217 +$116,660,606 -$235,515,970 -$118,855,364 GTLS, APP, CVNA, BEEP, UBER 13F-HR 14 Aug 2025, 16:09
Q1 2025 26 $1,277,901,453 +$148,494,897 -$274,198,232 -$125,703,335 GTLS, APP, UBER, PGR, BEEP 13F-HR 15 May 2025, 16:07
Q4 2024 28 $1,480,722,599 +$350,410,112 -$454,931,966 -$104,521,854 GTLS, APP, BEEP, UBER, DESP 13F-HR 14 Feb 2025, 16:17
Q3 2024 36 $1,296,773,199 +$217,649,216 -$187,101,201 +$30,548,015 GTLS, APP, CROX, PGR, KMPR 13F-HR 14 Nov 2024, 16:08
Q2 2024 35 $1,183,497,878 +$288,966,589 -$274,110,965 +$14,855,624 GTLS, CROX, APP, WDC, KMPR 13F-HR 14 Aug 2024, 16:03
Q1 2024 32 $1,139,202,262 +$213,767,314 -$239,647,852 -$25,880,538 APP, GTLS, WDC, CROX, KMPR 13F-HR 15 May 2024, 16:05
Q4 2023 30 $1,001,557,690 +$259,719,390 -$167,291,834 +$92,427,556 GTLS, APP, AYX, TWLO, RNG 13F-HR 14 Feb 2024, 16:00
Q3 2023 29 $828,823,370 +$221,065,177 -$249,886,935 -$28,821,758 APP, GTLS, META, AYX, RNG 13F-HR 14 Nov 2023, 16:00
Q2 2023 26 $847,967,509 +$189,723,471 -$199,894,515 -$10,171,044 RNG, CROX, APP, GTLS, META 13F-HR 14 Aug 2023, 16:10
Q1 2023 27 $783,481,919 +$128,743,455 -$127,988,492 +$754,963 UBER, CROX, RNG, CPRI, META 13F-HR 15 May 2023, 16:07
Q4 2022 25 $759,175,842 +$178,912,342 -$98,245,000 +$80,667,342 UBER, CPRI, CROX, RNG, WSC 13F-HR 14 Feb 2023, 16:30
Q3 2022 27 $636,552,000 +$139,048,959 -$139,796,183 -$747,224 UBER, CPRI, RNG, WSC, CROX 13F-HR 14 Nov 2022, 16:23
Q2 2022 29 $630,918,000 +$241,827,631 -$209,865,916 +$31,961,715 UBER, CPRI, APP, BC, WSC 13F-HR 15 Aug 2022, 16:55
Q1 2022 34 $738,421,000 +$264,843,507 -$143,831,148 +$121,012,359 PYPL, CPRI, UBER, HMHC, LC 13F-HR 16 May 2022, 16:30
Q4 2021 32 $619,987,000 +$135,868,570 -$126,426,128 +$9,442,442 VCRA, CPRI, GPP, JAMF, LC 13F-HR 14 Feb 2022, 16:08
Q3 2021 31 $592,077,000 +$75,417,294 -$133,955,385 -$58,538,091 GDOT, LC, GPP, VCRA, JRVR 13F-HR 15 Nov 2021, 16:25
Q2 2021 36 $636,704,000 +$147,223,552 -$150,349,043 -$3,125,491 GDOT, DAC, STMP, BYON, COF 13F-HR 16 Aug 2021, 16:28
Q1 2021 39 $591,202,000 +$176,055,589 -$312,645,719 -$136,590,130 GDOT, COF, ACGL, GPP, DAC 13F-HR 17 May 2021, 16:09
Q4 2020 36 $627,668,000 +$231,475,166 -$176,511,643 +$54,963,523 GDOT, STMP, VCRA, PRPL, ACGL 13F-HR 16 Feb 2021, 16:11
Q3 2020 31 $411,271,000 +$116,170,688 -$190,956,272 -$74,785,584 STMP, PRPL, AEO, COOP, TLND 13F-HR 16 Nov 2020, 16:22
Q2 2020 33 $527,114,000 +$149,808,953 -$193,453,091 -$43,644,138 GDOT, FSLY, STMP, NSP, AEO 13F-HR 14 Aug 2020, 16:53
Q1 2020 32 $391,321,000 +$190,246,421 -$183,379,795 +$6,866,626 GDOT, STMP, DBX, LITE, GOLD 13F-HR 15 May 2020, 16:10
Q4 2019 32 $447,568,000 $0 $0 $0 DBX, GPP, XES, C, GDOT 13F-HR 14 Feb 2020, 16:13